Zullo Investment Group, Inc.

RIA/Wealth

Zullo Investment Group, Inc. is a RIA/Wealth based in Scranton, PA led by Sandra Jean Galdieri Kosiba, reporting $398.5M in AUM as of Q3 2025 with 39% Technology concentration and 15% allocation to AAPL.

CCOSandra Jean Galdieri Kosiba

Portfolio Value: $270.2M
Positions: 151
Top Holding: AAPL at 15.25%
Last Reported: Q3 2025

Address132 Adams Avenue, Scranton, PA, 18503, United States

Top Holdings

Largest long holdings in Zullo Investment Group, Inc.'s portfolio (49.3% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Apple AAPL	Consumer Electronics Technology	$41.2M	15.25%	-$65.7K Sold	0.00% 161.9K shares	Q4 2021 Held for 3y 11m
2 Nvidia NVDA	Semiconductors Technology	$24.6M	9.10%	-$816.5K Sold	0.00% 131.8K shares	Q4 2021 Held for 3y 11m
3 Microsoft MSFT	Software - Infrastructure Technology	$17.3M	6.39%	-$8.8K Sold	0.00% 33.3K shares	Q4 2021 Held for 3y 11m
4 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$9.8M	3.62%	-$70.5K Sold	0.00% 13.3K shares	Q4 2021 Held for 3y 11m
5 Technology Select Sector SPDR Fund XLK	ETF ETF	$9.3M	3.46%	+$48.5K Bought	— 33.2K shares	Q4 2021 Held for 3y 11m
6 Amazon AMZN	Specialty Retail Consumer Cyclical	$9.3M	3.43%	+$5.7K Bought	0.00% 42.2K shares	Q4 2021 Held for 3y 11m
7 JPMorgan Chase JPM	Banks - Diversified Financial Services	$6.5M	2.42%	+$1.9K Bought	0.00% 20.7K shares	Q4 2021 Held for 3y 11m
8 Financial Select Sector SPDR Fund XLF	ETF ETF	$5.7M	2.10%	+$52.0K Bought	— 105.2K shares	Q4 2021 Held for 3y 11m
9 Tesla, Inc. TSLA	Auto - Manufacturers Consumer Cyclical	$4.9M	1.80%	+$26.2K Bought	0.00% 10.9K shares	Q4 2021 Held for 3y 11m
10 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$4.6M	1.71%	+$10.0K Bought	0.00% 18.9K shares	Q4 2021 Held for 3y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Zullo Investment Group, Inc.'s latest filing

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Market Value

$270.2M

Prior: $246.3M

Q/Q Change

+9.69%

+$23.9M

Net Flows % of MV

-0.294%

Turnover Ratio

1.08%

New Purchases

2 stocks

$327.9K

Added To

72 stocks

+$1.8M

Sold Out Of

7 stocks

$1.2M

Reduced Holdings

48 stocks

-$1.7M

Increased Positions

Position	Shares Δ	Change
1 Northwest Bancshares NWBI	New	0 → 16.2K +$200.9K
2 Alpha Cognition ACOG	New	0 → 19.5K +$126.9K
3 Phillips 66 PSX	+37.95%	1.8K → 2.5K +$92.4K
4 Schwab US Dividend Equity SCHD	+11.0%	97.2K → 107.8K +$291.7K
5 Rigetti Computing, Inc. RGTI	+7.47%	14.3K → 15.4K +$31.8K

Decreased Positions

Position	Shares Δ	Change
1 Chipotle Mexican Grill CMG	Sold	5.2K → 0 −$294.3K
2 Penns Woods Bancorp PWOD	Sold	6.8K → 0 −$206.4K
3 Vanguard FTSE Developed Markets VEA	Sold	3.6K → 0 −$206.4K
4 Booking Holdings Inc. BKNG	Sold	35.0 → 0 −$202.7K
5 Two Harbors Investment Corporation TWO	Sold	14.1K → 0 −$152.3K